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Beacon Pointe Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Beacon Pointe Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7M Buy
134,191
+10,880
+9% +$1.39M 0.08% 226
2026
Q1 		$13.8M Buy
123,311
+32,168
+35% +$3.82M 0.07% 249
2025
Q4 		$11M Buy
91,143
+12,531
+16% +$1.5M 0.08% 237
2025
Q3 		$9.31M Buy
78,612
+10,102
+15% +$1.15M 0.08% 238
2025
Q2 		$7.51M Buy
68,510
+5,358
+8% +$540K 0.08% 223
2025
Q1 		$6.19M Buy
63,152
+4,989
+9% +$522K 0.07% 256
2024
Q4 		$6.1M Buy
58,163
+9,063
+18% +$951K 0.07% 239
2024
Q3 		$4.99M Sell
49,100
-2,397
-5% -$235K 0.06% 289
2024
Q2 		$4.98M Buy
51,497
+4,238
+9% +$393K 0.06% 278
2024
Q1 		$4.4M Buy
47,259
+1,348
+3% +$120K 0.05% 316
2023
Q4 		$3.91M Sell
45,911
-2,322
-5% -$183K 0.05% 340
2023
Q3 		$3.63M Buy
48,233
+5,720
+13% +$449K 0.05% 335
2023
Q2 		$3.33M Buy
42,513
+13,038
+44% +$960K 0.05% 291
2023
Q1 		$2.11M Sell
29,475
-1,064
-3% -$74.1K 0.04% 380
2022
Q4 		$2.01M Buy
30,539
+7,635
+33% +$509K 0.04% 358
2022
Q3 		$1.44M Sell
22,904
-1,318
-5% -$92.5K 0.03% 387
2022
Q2 		$1.6M Sell
24,222
-7,697
-24% -$556K 0.03% 365
2022
Q1 		$2.59M Buy
31,919
+18,360
+135% +$1.48M 0.04% 392
2021
Q4 		$1.19M Buy
13,559
+2,006
+17% +$171K 0.03% 345
2021
Q3 		$925K Buy
11,553
+2,652
+30% +$218K 0.02% 423
2021
Q2 		$712K Buy
8,901
+2,715
+44% +$211K 0.03% 396
2021
Q1 		$458K Buy
6,186
+774
+14% +$56K 0.03% 312
2020
Q4 		$380K Sell
5,412
-2,909
-35% -$192K 0.03% 323
2020
Q3 		$514K Buy
8,321
+841
+11% +$51.1K 0.05% 229
2020
Q2 		$421K Buy
7,480
+1,931
+35% +$102K 0.04% 256
2020
Q1 		$254K Buy
+5,549
New +$299K 0.04% 253

Other funds holding ESGV

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Beacon Pointe Advisors's ESGV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 8.8% in Q2 2026, buying an estimated $1.39M and bringing the position to 134,191 shares worth $17.7M. The position accounts for 0.08% of the portfolio, ranked #226.

Beacon Pointe Advisors first reported a position in ESGV in Q1 2020 and has held it in 26 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Beacon Pointe Advisors held 134,191 shares of Vanguard ESG US Stock ETF worth $17.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 10,880 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $1.39M.
  • Vanguard ESG US Stock ETF made up 0.08% of Beacon Pointe Advisors's portfolio in Q2 2026, its #226 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • 714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.